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Ridley Corporation Limited (AU:RIC)
ASX:RIC
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Ridley Corporation Limited (RIC) Price & Analysis

28 Followers

RIC Stock Chart & Stats

AU$2.81
AU$0.05(1.78%)
At close: 4:00 PM EDT
AU$2.81
AU$0.05(1.78%)

Bulls Say, Bears Say

Bulls Say
Acquisition-Driven Earnings ExpansionThe fertilizers acquisition has materially expanded Ridley’s earnings base and diversified operations. Its first nine-month contribution provides a platform for further growth as the business receives a full-year benefit and integration efficiencies mature.
Volume Growth And Capacity UtilisationGrowth across core feed volumes, combined with mill expansion and de-bottlenecking, supports stronger utilisation of existing assets. This can improve operating leverage and reinforce Ridley’s position with livestock producers over the medium term.
Positive Cash Generation And Synergy PipelinePositive operating cash flow gives Ridley internal funding capacity, while identified integration and procurement savings provide a concrete path to improve earnings quality. Realising these initiatives could partly offset higher financing costs and support dividends.
Bears Say
Higher Leverage And Finance CostsThe acquisition shifted Ridley from net cash to material net debt and substantially increased finance costs. Although liquidity headroom remains available, higher leverage reduces financial flexibility and makes future earnings more sensitive to operating underperformance.
Margin Compression And Weaker Earnings QualityThe sharp gap between revenue growth and profit performance indicates costs rose faster than sales. Persistently lower margins would limit the benefit of scale, weaken return on capital and make earnings more dependent on successful pricing and cost control.
Operational Execution And Commercialisation RisksPlant reconstruction, commissioning problems and NovaqPro’s commercialisation shortfall demonstrate execution risk across operations and innovation. These issues can prolong earnings pressure, require further investment and reduce confidence in the returns from growth initiatives.

Ridley Corporation Limited News

RIC FAQ

What was Ridley Corporation Limited’s price range in the past 12 months?
Ridley Corporation Limited lowest share price was AU$2.34 and its highest was AU$3.30 in the past 12 months.
    What is Ridley Corporation Limited’s market cap?
    Ridley Corporation Limited’s market cap is AU$1.09B.
      When is Ridley Corporation Limited’s upcoming earnings report date?
      Ridley Corporation Limited’s upcoming earnings report date is Feb 24, 2027 which is in 185 days.
        How were Ridley Corporation Limited’s earnings last quarter?
        Ridley Corporation Limited released its earnings results on Aug 19, 2026. The company reported -AU$0.067 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          Is Ridley Corporation Limited overvalued?
          According to Wall Street analysts Ridley Corporation Limited’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Ridley Corporation Limited pay dividends?
            Ridley Corporation Limited pays a Semiannually dividend of AU$0.051 which represents an annual dividend yield of 3.64%. See more information on Ridley Corporation Limited dividends here
              What is Ridley Corporation Limited’s EPS estimate?
              Ridley Corporation Limited’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Ridley Corporation Limited have?
              Ridley Corporation Limited has 374,853,100 shares outstanding.
                What happened to Ridley Corporation Limited’s price movement after its last earnings report?
                Ridley Corporation Limited reported an EPS of -AU$0.067 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -3.333%.
                  Which hedge fund is a major shareholder of Ridley Corporation Limited?
                  Currently, no hedge funds are holding shares in AU:RIC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Ridley Corporation Limited

                    Ridley Corporation Limited, an Australian enterprise, specializes in offering extensive animal nutrition solutions. Its operations are divided into two main segments: Packaged Feeds and Ingredients, and Bulk Stockfeeds. The company provides a diverse range of packaged products and dietary supplements, including various bagged feeds for poultry, dairy, dogs, horses, and other domestic animals, alongside block and loose lick supplements. Ridley also manufactures aquafeed, encompassing extruded and steam-pelleted options tailored for different fin fish and prawns. Furthermore, it processes poultry, red meat, and fish to create rendered products utilized in the pet food, stockfeed, and aquaculture industries. The company's offerings extend to specialized monogastric and ruminant feeds, such as pellets, meals, concentrates, and premixes, designed for poultry, pigs, dairy and beef cattle, and sheep. Beyond product manufacturing, Ridley delivers expert nutritional guidance to food producers across the dairy, poultry, pig, aquaculture, sheep, and beef sectors, supplies the research community with solutions for laboratory animals, and caters to retail markets for equine, canine, and home layer animals. Key brands under its umbrella include Barastoc, Rumevite, Cobber, Primo, and Food for Dogs. Founded in 1987 and headquartered in Melbourne, Australia, Ridley Corporation Limited also engages in international export activities.

                    Ridley Corporation Limited (RIC) Earnings & Revenues

                    RIC Company Deck

                    RIC Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized strong, acquisition-driven earnings growth and solid cash generation (61.8% EBITDA growth, EPS +18%, fertilizer EBITDA contribution), successful integration steps and several operational wins (volume growth in Bulk, private-label gains in Packaged Feeds). Offsetting negatives include an $11.4M decline in Packaged & Ingredients EBITDA due to operational issues, a $28.7M NovaqPro impairment, one-off acquisition/integration costs and a move from net cash to $296M net debt with higher finance costs. Management presented a constructive FY'27 outlook with expected earnings growth across segments, ongoing integration synergies and a maintained dividend policy, indicating confidence in delivering accretion from the acquisition despite near-term headwinds.View all AU:RIC earnings summaries

                    RIC Stock 12 Month Forecast

                    Average Price Target

                    AU$3.18
                    ▲(12.99% Upside)
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